Story
Wealth Adviser incorporated into ETF Express
Wealth Adviser has been incorporated into ETF Express. To find all the updates and news for Wealth Adviser, please go to https://etfexpress.com/
By Beverly Chandler | 02/03/2023
Interview
In celebration of the boutique
In celebration of the boutique
Ian Macoun, MD of Pinnacle Investment Management, believes in the benefits of investing with boutique managers and the benefits to PM’s of setting up their own company with institutional level support.
29/09/2022
In My Opinion
The importance of trusts and ringfencing assets
The importance of trusts and ringfencing assets
Cameron Crees, Associate in Collyer Bristow’s trusts, tax and estate planning team writes that, for centuries, trusts have been a key way that assets can be ringfenced and passed to beneficiaries in a controlled manner, often with a specified purpose.
03/10/2022
VCT and SEIS
VCT and EIS to benefit from mini-budget measures says Wealth Club
VCT and EIS to benefit from mini-budget measures says Wealth Club
Alex Davies, CEO and Founder of Wealth Club has found the good points in the mini-budget, noting that both the VCT and EIS schemes will be extended.
By Beverly Chandler | 28/09/2022
Study
How private markets are on the rise
How private markets are on the rise
Findings of a study by CoreData reveal a significant shift of focus from public to private markets. Report by Harriet O’Brien.
By Beverly Chandler | 16/09/2022
In My Opinion
The art of managing costs in the face of a potential recession
The art of managing costs in the face of a potential recession
With a potential recession on the horizon, many business owners and individuals will be wondering what steps, if any, they can take to manage costs going forward. Bhavini Kalaria Partner, Litigation and John O Donovan, Partner, Banking & Finance at Harold Benjamin Solicitors report.
23/09/2022
Interview
Looking the bear in the face
Looking the bear in the face
Private and commercial banking firm Arbuthnot Latham offers its take on how investors can deal with the bear market. Report by Harriet O'Brien.
09/09/2022
Equity release
How equity release by the older generation is helping first-time buyers
How equity release by the older generation is helping first-time buyers
A new survey by Aviva shows that older homeowners are increasingly using their properties to help their grandchildren buy homes. Matt McGill, head of the company’s Equity Release unit, comments on the findings to Harriet O’Brien.
23/08/2022
In My Opinion
5th September property deadline for Overseas Entities in the UK
5th September property deadline for Overseas Entities in the UK
Nick Lindsay, a solicitor and director of Elemental CoSec, a UK-regulated agent who are providing verification services for the register of overseas entities, writes that for individuals engaged in UK property transactions, the 5th September may be a critical deadline.
19/08/2022
Gender inequality
How to tear down the glass ceiling
How to tear down the glass ceiling
A new study by wealth and asset management specialist Simplify Consulting reveals that women in UK financial services continue to experience marked and regular gender discrimination. But there are ways to resolve this, as Simplify’s founder Kate Monserrate tells Harriet O’Brien.
12/08/2022
Company profile
Rix unveils three point plan for Canada Life growth path
Rix unveils three point plan for Canada Life growth path
Lindsey Rix, the newly arrived CEO at Canada Life, has a three-point plan for taking the company forward.
By Beverly Chandler | 04/08/2022
In My Opinion
The UK’s new overseas entities register: Will the sledgehammer crack the nut?
The UK’s new overseas entities register: Will the sledgehammer crack the nut?
A new register for foreign companies that own land in the UK is the latest idea for tackling dirty money in the system. John Binns, partner in the financial crime team at BCL Solicitors LLP asks if it will work, and is it worth it?
09/08/2022